SALESFORCE DATA HUB Our 5 favorite Tableau CRM trends in Winter ‘21!
We are looking forward to the new Winter 21’ release for Tableau CRM as this update will improve the usability, actionability and customization of Einstein. Salesforce is continuing the strategic trend of moving towards Industry Standards in the Data & Analytics and Business Intelligence space. Next to that, we see Snowflake and Tableau becoming more connected with Salesforce next to a variety of other data sources.
Customizable one-click actions The time-consuming process of clicking on an account, going to the relevant record and then searching for the new action has been made more efficient by Salesforce. With the new update it has been brought back to a single click directly from the Tableau CRM platform. Actions can be directly employed from the table fields in Lenses and Dashboards. Moreover, the actions that become visible are completely customizable, so you can prioritize the most frequently used actions. This will really speed up working with Tableau CRM.
“This is a very powerful functionality that can significantly improve actionability and user experience. Perform custom actions with a one click - like update opportunity directly from Tableau CRM - is the feature that users were waiting for.” Tatiana Mashliak, Consultant Data & Analytics
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